AI will impact every business, but only a few companies will be winners like Nvidia, says Loomis Sayles’ Aziz Hamzaogullari.
Is the stock market more volatile during US presidential election years? A closer look at 2000, 2008 and 2020 offers some perspective.
Portfolio manager and strategist Jack Janasiewicz discusses inflation nuances and the Federal Reserve’s need for “greater confidence” before cutting rates.
International stocks may have a value advantage despite higher earnings growth in the US, explains Harris Associates’ David Herro.
Value investing expert Bill Nygren, CIO-US, Harris Associates, breaks down why US bank stocks look attractive today.
Learn how Gateway Investment Advisers uses a disciplined, proprietary approach to build its high-quality stock portfolios for the GQI ETF.
When will central banks begin to cut rates in 2024? Will liquidity conditions improve or worsen? Should investors look to take on more risk now, or wait until after decisive elections have played out across several key economies?
How E&Fs led in performance, why private debt interest soared, and other institutional portfolio trends are detailed.
Great expectations for rate cuts in 2024 have prompted cheers from investors – but reality and uncertainty may call for risk management.
Compelling AI applications, renewable energy recovery, and pharma developments are considered for 2024 by Jens Peers.
Equity markets rose significantly in 2023, but periods of volatility still provided investors with opportunities for tax loss harvesting.
Portfolio manager and strategist Jack Janasiewicz explains why growth, labor trends and risk appetite are what matters most to the markets this year.
Catalysts for market volatility and ways to help manage it in portfolios are covered by an options expert at Gateway.
Portfolio consultant identifies the sectors and industries most likely to experience earnings growth in 2024. Spoiler alert: US technology still looks good.
Catalysts for value investing are explored by David Herro, CIO-International Equities at Harris Associates/Oakmark Funds.
Why the small cap stock universe is an appealing place for Vaughan Nelson’s Chris Wallis to be investing in is explored.
Using our proprietary Cyclicality vs. Inflation framework to align portfolio positioning with our economic outlook – lean in on Quality and Growth.
Small emerging market companies have outperformed their large EM counterparts – and the S&P 500® – over the past year.
Portfolio strategists offer their take on the Treasury market, interest rates, labor markets, consumption trends and attractive market sectors.
Secular growth trends, AI disruptions, and investing during tense geopolitical times are explained by Aziz Hamzaogullari.
A review of nearly 300 advisor portfolios shows that taking equity risk and staying short on fixed income duration drove top year-to-date portfolio returns.
A number of low price-to-earnings stocks are making it an attractive environment for US stock pickers, explains Bill Nygren, CIO-US at Harris Associates.
How pursuing certain undervalued companies and incorporating factor analysis makes a difference is explained by Vaughan Nelson portfolio managers.
Significant value in international equity markets and why higher for longer interest rates should benefit European financials is explained by David Herro.
Although the S&P 500® is up over 13% year to date, the recent pullback has provided tax loss harvesting opportunities for direct indexing investors.
Portfolio Manager Jack Janasiewicz examines seasonality patterns and the rise in bond yields, oil, and the dollar that weighed on risk assets in September.
Head of Loomis Sayles’ Growth Equity Strategies explains why staying focused on a company’s long-term outlook is essential during market volatility.
Portfolio manager Jens Peers discusses opportunities and positioning in Mirova’s global equity portfolios.
Portfolio Manager Jack Janasiewicz explains why extrapolating current market trends into the future based on the bullwhip effect may be misguided.
Europe’s avoidance of an energy crisis in 2022, natural gas supply/demand, attractive valuations, and the investment opportunity in the region are analyzed.
Oakmark’s distinct approach to value investing and how it ignores short-term noise to deliver long-term results is explained.
Wide price differentials in US equity markets today and lack of diversification in index funds favor value investors like Oakmark, explains Bill Nygren.
Portfolio consultants explain how they align equity investments with their current economic outlook using a growth/cyclical barbell strategy.
Portfolio Manager Jack Janasiewicz discusses the shifting recession narrative, labor and inflation trends, and the Fed’s pathway to a soft landing.
High conviction, deep analysis, and concentrated portfolio construction could mean better returns with actively managed ETFs.
The best performing investment portfolios in the first half of 2023 had the highest exposure to growth stocks and longer-duration bonds.
If you’re keeping your investment money in cash, you’re likely missing out. See three reasons why it may be time to get back into the stock market.
Recovering institutional investor returns, soaring AI company valuations, and reshuffling real estate sectors due to WFH impact are observed at midyear.
Want companies with fast-growing earnings, agility, sales growth, and access to capital in your stock portfolio? Don’t forget mid-caps.
Diverse views on growth trends beyond AI, a recession, China, and where the value may be across global markets are offered by our equity managers.
Why panic selling during unsettling times may be one of the worst things long-term investors could do is analyzed over three decades.
Analysis that combines inflation and growth cycle trends may provide a more nuanced way to understand stock market drivers.
See which trends influenced financial advisors’ asset allocation decisions in their moderate model portfolios in the second half of 2022.
Foundations and public pensions lost ground in a challenging investment environment. As we enter 2023, indicators suggest elevated return potential.
While they aren’t yet reflected in the broad Index, S&P 500® earnings expectations have been revised much lower since mid-year.
NYSE’s ETF Leaders series profiles Vaughan Nelson’s Dan Hughes on how a truly active approach aims to help clients navigate today’s challenging markets.
US equity exceptionalism sentiment, value, shorter durations, and unicorns are among the asset allocation trends explored.
As correlations and inflation spiked in the first half of 2022, the best performing investment portfolios held inflation-protection assets, alternatives – and cash.
Amid the failed diversification of disappointing returns from both stocks and bonds, there are some bright spots in institutional investing trends.
Through a pint of beer, take a look at how Loomis Sayles’ Growth Equity Strategies Team analyzes the beverage industry’s global value chain.
Learn how option strategies can help manage the volatility of equities and create a smoother ride.
When considering ETFs, know how premium/discount is calculated – and look at other factors.
Historical analysis highlights which equity sectors and strategies fare best when inflation heats up.
Recent trends show increasing growth style bias, higher emerging market allocations and focus on quality fixed income holdings in moderate portfolios.
Recent trends include cash deployment, sustainable investment screening, and muni debt issuance by colleges and universities.